Importing data into a file using an API is recommended through Microsoft Excel. Any Excel file can be imported back into LeadExec (see Importing Clients). To pull data from an API, please follow the steps below.

  • Open Microsoft Excel
  • Click the Data tab on the top menu
  • Chose the “From Web” option inside of the Data menu
  • In the New Web Query, enter the required information into the address bar
  • Click “Go”
  • Click the Import button
  • Click “OK” for Excel to create a schema, if applicable
  • Click “OK” to on the Import Data menu
  • All the information will import into the Excel file
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